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Nonprofiteer
← ARC OF MONTGOMERY COUNTY INC

Form 990 for tax year 2023

Filed by ARC OF MONTGOMERY COUNTY INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 22 December 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the earlier return

  • Julie Yang

Totals

Total revenue
$38,547,040
Total expenses
$34,677,148
Contributions and grants received
$451,015
Grants paid
$0
Program service revenue
$37,351,421
Investment income
$593,192
Other revenue
$151,412
Total assets, end of year
$27,737,773
Total liabilities, end of year
$12,539,113
Net assets or fund balances, end of year
$15,198,660
Program services expenses (Part IX)
$29,206,698
Management and general expenses
$5,175,588
Fundraising expenses
$294,862
Program service expenses (Part III)
$29,206,698

Program services were 84.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $8,959

  • 1b · Membership dues

    $7,069

  • 1c · Fundraising events

    $56,904

  • 1f · All other contributions, gifts and grants

    $378,083

  • 1g · Noncash contributions included above

    $1,800

  • 2a · Program service revenue: COMMUNITY LIVING SERVICES

    total $23,759,406 · related or exempt $23,759,406

  • 2b · Program service revenue: EMPLOYMENT AND MEANINGFUL DEVELOP

    total $5,227,174 · related or exempt $5,227,174

  • 2c · Program service revenue: CHILDREN'S SERVICES

    total $3,044,608 · related or exempt $3,044,608

  • 2d · Program service revenue: PERSONAL SUPPORT SERVICES

    total $2,970,321 · related or exempt $2,970,321

  • 2e · Program service revenue: RESPITE SERVICES

    total $2,002,153 · related or exempt $2,002,153

  • 2f · All other program service revenue

    total $347,759 · related or exempt $347,759

  • 3 · Investment income

    total $332,996 · excluded $332,996

  • 7a · Gross sales of assets other than inventory

    securities $1,139,617 · other assets $13,616

  • 7b · Less cost or other basis and sales expenses

    securities $851,718 · other assets $41,319

  • 7c · Gain or loss

    securities $287,899 · other assets -$27,703

  • 7d · Net gain or loss

    total $260,196 · excluded $260,196

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $56,904

  • 8b · Fundraising events: direct expenses

    $49

  • 8c · Net income from fundraising events

    total -$49 · excluded -$49

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $144,861 · related or exempt $144,861

  • 11b · Other revenue: MANAGEMENT FEES

    total $6,600 · related or exempt $6,600

  • 11e · Other revenue, total

    $151,461

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $340,372 · program services $85,093 · management and general $255,279

  • 7 · Other salaries and wages

    total $13,027,870 · program services $11,279,773 · management and general $1,505,746 · fundraising $242,351

  • 8 · Pension plan contributions

    total $292,155 · program services $233,652 · management and general $49,222 · fundraising $9,281

  • 9 · Other employee benefits

    total $977,611 · program services $857,193 · management and general $116,577 · fundraising $3,841

  • 10 · Payroll taxes

    total $1,045,890 · program services $893,994 · management and general $133,417 · fundraising $18,479

  • 11a · Fees: management

    total $11,504,883 · program services $10,308,932 · management and general $1,195,867 · fundraising $84

  • 11b · Fees: legal

    total $8,044 · program services $3,136 · management and general $4,908

  • 11c · Fees: accounting

    total $76,091 · management and general $76,091

  • 11f · Fees: investment management

    total $91,481 · management and general $91,481

  • 12 · Advertising and promotion

    total $11,634 · program services $3,294 · management and general $8,340

  • 13 · Office expenses

    total $742,875 · program services $599,230 · management and general $140,215 · fundraising $3,430

  • 16 · Occupancy

    total $2,613,131 · program services $1,926,877 · management and general $686,254

  • 17 · Travel

    total $627,781 · program services $626,541 · management and general $964 · fundraising $276

  • 19 · Conferences, conventions and meetings

    total $78,162 · program services $6,421 · management and general $62,230 · fundraising $9,511

  • 22 · Depreciation, depletion and amortization

    total $201,729 · program services $115,307 · management and general $86,422

  • 24a · Other expenses: PROVIDER RELIEF FUND

    total $991,915 · program services $991,915

  • 24b · Other expenses: CREDIT LOSS

    total $851,581 · program services $851,581

  • 24c · Other expenses: MISCELLEANOUS EXPENSES

    total $408,260 · program services $134,436 · management and general $273,784 · fundraising $40

  • 24d · Other expenses: SUBSCRIPTIONS

    total $315,200 · program services $5,427 · management and general $302,204 · fundraising $7,569

  • 24e · All other expenses

    total $470,483 · program services $283,896 · management and general $186,587

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,540,578 · end of year $3,925,838

  • 2 · Savings and temporary cash investments

    beginning of year $774,403 · end of year $5,481,686

  • 4 · Accounts receivable

    beginning of year $973,456 · end of year $736,643

  • 9 · Prepaid expenses and deferred charges

    beginning of year $248,588 · end of year $97,178

  • 10a · Land, buildings and equipment: cost or other basis

    $8,194,634

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,894,288

  • 10c · Land, buildings and equipment, net

    beginning of year $2,460,854 · end of year $2,300,346

  • 11 · Investments: publicly traded securities

    beginning of year $9,238,461 · end of year $9,851,973

  • 15 · Other assets

    beginning of year $5,249,289 · end of year $5,344,109

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,415,160 · end of year $2,354,590

  • 19 · Deferred revenue

    beginning of year $10,585 · end of year $34,916

  • 23 · Secured mortgages and notes payable

    beginning of year $5,707,115 · end of year $4,767,631

  • 25 · Other liabilities

    beginning of year $1,554,432 · end of year $5,381,976

  • 27 · Net assets without donor restrictions

    beginning of year $10,677,097 · end of year $15,050,670

  • 28 · Net assets with donor restrictions

    beginning of year $121,240 · end of year $147,990

Mission and programs · 2023

Mission

THE ARC MONTGOMERY COUNTY CONNECTS PEOPLE OF ALL AGES AND ABILITIES WITH THEIR COMMUNITIES TO BUILD INCLUSIVE AND FULFILLING LIVES.

  • COMMUNITY LIVING SERVICES- PROVIDE COMMUNITY BASED BARRIER-FREE HOUSING, PERSONAL CARE ASSISTANCE, AND LIFE SKILLS TRAINING FOR ADULTS WITH DISABILITIES IN AGENCY-OWNED OR LEASED SINGLE-FAMILY HOMES AND APARTMENTS THROUGHOUT MONTGOMERY COUNTY. EACH HOME IS MODIFIED BY THE ORGANIZATION TO ENSURE ACCESSIBILITY, AND INDIVIDUALS ARE SUPPORTED 24 HOURS A DAY, SEVEN DAYS A WEEK, AND 365 DAYS A YEAR IN LEADING ACTIVE, PRODUCTIVE LIVES AS MEMBERS OF THEIR COMMUNITIES.

    Expenses $18,439,743 · Revenue $23,910,867

  • EMPLOYMENT AND MEANINGFUL DAY SERVICES - PROVIDE ASSISTANCE WITH DEVELOPING VOCATIONAL SKILLS, JOB SELECTION, INTERVIEWING, TRAINING AND MAINTAINING PAID AND VOLUNTEER POSITIONS IN THE COMMUNITY. INDIVIDUALS ARE ALSO ASSISTED WITH FINDING AND ACCESSING TRANSPORTATION TO AND FROM THEIR PLACES OF EMPLOYMENT.

    Expenses $4,280,173 · Revenue $5,227,174

  • CHILDREN'S SERVICES - PROVIDE INCLUSIVE PROGRAMS FOR CHILDREN AND YOUTH AGES SIX WEEKS TO 21 YEARS WITH AND WITHOUT DISABILITIES AND SPECIAL MEDICAL CARE NEEDS, INCLUDING FULL-TIME CHILDCARE, AFTER-SCHOOL CARE AND SUMMER PROGRAMS.

    Expenses $2,635,876 · Revenue $3,044,608

  • PERSONAL SUPPORT SERVICES - PROVIDE CUSTOMIZED, IN-HOME AND PERSON-CENTERED SUPPORT, WHICH MAKES IT POSSIBLE FOR INDIVIDUALS WITH DISABILITIES TO CONTINUE TO LIVE ON THEIR OWN AND/OR WITH FAMILIES IN A COMMUNITY SETTING OF THEIR CHOICE.

    Expenses $1,592,107 · Revenue $2,970,321

  • RESPITE CARE SERVICES - PROVIDE A WAY TO SUPPORT FAMILIES WHO TAKE CARE OF THEIR LOVED ONES AT HOME. THESE SERVICES INCLUDE THE FAMILY HOME, COMMUNITY AND RECREATIONAL PROGRAMS, CAMPS AND APPROVED RESPITE FACILITIES AND CAN BE PROVIDED FOR A FEW HOURS, A DAY, A WEEKEND, OR SOMETIMES LONGER. RESPITE CARE SERVICES ARE NOT A SUBSTITUTE FOR ONGOING CARE, SCHOOL, ALTERNATIVE CHILD CARE, ADULT DAY CARE OR ANY OTHER FUNDED PROGRAM.

    Expenses $1,845,497 · Revenue $2,002,153

  • BUSINESS SERVICES - PROVIDE A UNIQUE OPPORTUNITY FOR THE COMMUNITY AT LARGE TO SUPPORT THE ORGANIZATION BY SHOPPING AT ITS THRIFT STORE, WHICH OFFERS UPSCALE NEARLY NEW, AND SECONDHAND ITEMS IN A RETAIL SETTING.

    Expenses $413,302 · Revenue $347,759

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stephanie Katz

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Raymond Davidson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mark Rittenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Constance U Battle

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Sarah Cato

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Lizette Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • John Olenick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kate O'Connell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • James Seaton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Flavia Favali

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kim Hope

    SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • Julie Yang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Chris Young

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • John Andrew Dashner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Charles Franklin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kamryn Holley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Claire Louis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Karen Saunders

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dana Simpler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • James Gipson

    COO

    Total calculated
    $135,955
    From this org
    $130,726
    From related orgs
    $0
    Other
    $5,229
    Hours/week
    40

  • Daria Cervantes

    CEO

    Total calculated
    $176,354
    From this org
    $164,355
    From related orgs
    $0
    Other
    $11,999
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,355
    Bonus
    $0
    Other
    $0
    Deferred
    $6,682
    Nontaxable benefits
    $5,317
    Filer's total
    $176,354

  • Darline Bell-Zuccarelli

    CFO

    Total calculated
    $73,952
    From this org
    $67,578
    From related orgs
    $0
    Other
    $6,374
    Hours/week
    40

  • Clyde Agnew

    HR DIRECTOR

    Total calculated
    $144,824
    From this org
    $134,038
    From related orgs
    $0
    Other
    $10,786
    Hours/week
    40

  • Benedetti Stephanie

    CHIEF DEV. OFFICER

    Total calculated
    $118,910
    From this org
    $116,687
    From related orgs
    $0
    Other
    $2,223
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
21 April 2025
IRS schema version
2023v6.0
Source object
202511129349300511

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